Lead Processing Analyst

Apex Systems; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading recruiting firm is seeking a Business Development Analyst in San Diego, California. This role involves managing and routing referrals from Outside Recruiting Firms (ORFs), ensuring data integrity, and supporting vendor onboarding. Key qualifications include 1-3 years in business or recruiting operations, strong attention to detail, and familiarity with CRM systems like Salesforce. The position offers a vital role in processing leads and enhancing communication with stakeholders.

Qualifications

• 1–3 years of experience in business/recruiting operations or administrative processing.
• Strong attention to detail and high accuracy in data handling.
• Excellent written and verbal communication skills.

Responsibilities

• Receive and process referrals for prospective advisors.
• Conduct preliminary reviews to ensure qualification alignment.
• Assign qualified leads to appropriate stakeholders.
• Generate and extract referral reporting metrics from CRM.

Skills

Attention to detail

Communication skills

Data handling

CRM familiarity

Tools

Salesforce

Job description

Overview

Job Description: The Business Development Analyst will support our Outside Recruiting Firm (ORF) account specialist team and be responsible for managing, evaluating, and routing referrals generated by ORF. This role ensures all referral information is accurately captured, screened, prioritized, and distributed to the appropriate internal and external stakeholders. The Specialist plays a critical part in maintaining data integrity, accelerating growth goals, and delivering a high-touch, quality experience for Outside Recruiting Firms.

Responsibilities

• Lead processing – 90%
• Lead Intake & Management: Receive and process referrals for prospective advisors from ORFs in a timely manner.
• Validate referral details and conduct preliminary reviews to ensure basic qualification alignment.
• Disposition unqualified referrals based on pre-defined criteria and communicate clearly with ORFs.
• Populate qualified referral information in CRM (Salesforce) with accuracy and consistency.
• Workflow Coordination: Assign qualified leads to the appropriate internal stakeholder(s).
• Communicate with ORFs regarding referral assignment, status, updates, and follow-up actions.
• Other adhoc support – 10%
• Onboarding new ORFs
• Organize standard internal documents required for new vendor onboarding.
• Review and upload new vendor onboarding documents in Ariba (vendor mgmt. platform).
• Partner with internal stakeholders to ensure proper vendor due diligence and onboarding completeness.
• Reporting: Track volume, quality, and conversion metrics for all processed referrals.
• Generate and extract referral reporting metrics from CRM (Salesforce) for distribution to external stakeholders.

Required Qualifications

• 1–3 years of experience in business/recruiting operations or administrative processing.
• Strong attention to detail and high accuracy in data handling.
• Familiarity with CRM systems (Salesforce).
• Excellent written and verbal communication skills.
• Ability to manage high volume and shifting priorities in a fast-paced environment.

EEO / Equal Opportunity

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.